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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-23 |
| TX | RA | APPROVED_RES | 2023-08-23 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 12/2017 | 06/2018 |
| Massmutual Great Lakes | Southfield | MI | 06/2017 | 12/2017 |
| Walsh College | Troy | MI | 06/2015 | 05/2017 |
| Unemployed | Ypsilanti | MI | 06/2018 | 12/2018 |
| Morgan Stanley | Ann Arbor | MI | 12/2018 | 10/2019 |
| Unemployed | Ypsilanti | MI | 10/2019 | 01/2020 |
| Lpl Financial | Bloomfield Hills | MI | 02/2020 | 01/2023 |
| Morgan Stanley | Birmingham | MI | 08/2023 | Present |
| Unemployed | Livonia | MI | 02/2023 | 07/2023 |
*568631 - CryptoCeramics LLC ; Investment related - Yes ; Livonia,Michigan ; Art/Culture ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2022 ; During business hours : 0 ; After business hours : 2 ; Business Development/Growth *695145 - Bueno Family Ventures LLC; Investment related: Yes; Farmington Hills, Michigan; Leadership development, executive retreats, curated private events, hospitality; Advisory Board: CEO (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 32; Business Development/Growth, Fundraising, Investment Decisions/Advice, Check Signing/Funds Disbursements, Property Management, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-22 |
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